Huawei will produce a tiny fraction of global compute.
V4 shows the impact of US export restrictions.
It is not as crazy as it sounds.
The new cook is confirmed.
Rivian will have to stop making cars.
Memory: the cycle is here to stay ASML Q1 26: Jam tomorrow
Samsung Q1 26 – Memory Monster OpenAI – The sin of spread
TurboQuant could easily increase demand for memory.
Arm twists the knife on Intel.
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
AMD Q1 26 – Money for Nothing
Money for nothing and your chips for free.